Enhance Workflows

Enhance Workflows

In this episode, we enhance our lending product by adding dynamic offer displays, document uploads for ID verification, and a built-in e-signature feature for agreements.

In this episode, we enhance our lending product by adding dynamic offer displays, document uploads for ID verification, and a built-in e-signature feature for agreements.

What you will learn

  • Adding an "Initial Offer" tab to display loan amounts and APR dynamically.

  • Creating document upload templates for ID verification.

  • Leveraging agreement features to create and link offer agreements.

  • Using built-in e-signature functionality for agreements.

  • Sequencing and connecting steps in the product workflow.

  • Previewing, testing, and publishing a complete lending product.

What you will learn

  • Adding an "Initial Offer" tab to display loan amounts and APR dynamically.

  • Creating document upload templates for ID verification.

  • Leveraging agreement features to create and link offer agreements.

  • Using built-in e-signature functionality for agreements.

  • Sequencing and connecting steps in the product workflow.

  • Previewing, testing, and publishing a complete lending product.